Richa M.

Many Salesforce implementations start with good intentions but become difficult to manage due to complex automation, inefficient Apex code, and disconnected systems. I’m a Certified Salesforce and HubSpot Expert with 9+ years of experience across Salesforce Marketing Cloud, Sales & Service Cloud, Salesforce CPQ and platform architecture, with deep expertise in Apex, Lightning Web Components (LWC), Aura Components, Visualforce, SOQL, and SOSL. I’ve contributed to enterprise Salesforce implementations with Accenture, IBM, and Trustpilot. 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 & 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 I build scalable, high-performance Salesforce solutions using: - Apex Classes, Apex Triggers, Batch Apex, Scheduled Apex, Asynchronous Apex - Lightning Web Components (LWC), Aura Components, Visualforce - SOQL, SOSL, Custom Metadata Types & Custom Settings - Custom Objects, Custom Fields, Validation Rules, Custom Metadata Types - Salesforce Lightning Design System (SLDS) for modern UI development - Permission Sets, Profiles, Sharing Rules, Role Hierarchy & Field-Level Security - Change Sets, Sandbox Management, Deployment & Release Management 👉 Focus: clean architecture, reusable components, and long-term scalability 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 I design automation systems that reduce manual work and enforce consistent processes: - Flow Builder (record-triggered flows, screen flows) - Workflow Rules, Process Builder (migration to Flow) - Approval Processes and business process automation - Lead lifecycle automation, deal stage progression, onboarding workflows - Task automation, notifications, and validation logic 👉 Result: faster operations, fewer errors, improved team productivity Salesforce Sales Cloud & Service Cloud: Design, implement, customize, and optimize scalable Salesforce CRM solutions for sales, customer service, and business operations. - Lead Management, Lead Routing, Lead Assignment Rules & Lead Conversion - Account Management, Contact Management & Opportunity Management - Sales Pipeline Management, Sales Process Automation & Collaborative Forecasting - Campaign Management, Territory Management, Reports & Dashboards - Case Management, Case Assignment Rules, Queues & Escalation Rules - Omni-Channel Routing, Entitlements, Milestones & SLA Automation - Knowledge Base, Email-to-Case, Web-to-Case & Self-Service Portals - Salesforce Flow, Approval Processes, Workflow Automation & Business Process Automation - Custom Objects, Record Types, Page Layouts, Validation Rules & Lightning Experience Salesforce CPQ- Configure and optimize complex quoting processes with: - Product Configuration & Bundle Configuration, Product Rules & Price Rules, Quote Templates & - Discount Schedules & Pricing Logic, Contract & Subscription Management - Renewals, Amendments & Asset Conversion, CPQ Troubleshooting & Performance Optimization Salesforce Marketing Cloud (SFMC) - Create personalized customer journeys and automated marketing campaigns using: - Journey Builder, Email Studio, Automation Studio, Contact Builder, Content Builder - Data Extensions, Triggered Sends & Transactional Emails, Audience Segmentation & Campaign Reporting, Marketing Automation & Customer Journey Optimization 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗔𝗣𝗜 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 I specialize in building robust integrations across systems: - REST API and SOAP API integrations - Middleware solutions (e.g., MuleSoft) with API-led architecture - Real-time and bi-directional data synchronization - Zapier & Make Automation - HubSpot, Stripe, Shopify & QuickBooks Integrations - DocuSign, Jira, PayPal & Google Workspace APIs 👉 Result: connected systems and seamless data flow across the business HubSpot CRM & Marketing Automation Optimize sales and marketing operations with: - HubSpot CRM Setup & Administration - Marketing Hub, Sales Hub & Operations Hub - Workflow Automation & Lead Nurturing - Lifecycle Stage Management & Lead Scoring - Pipeline Configuration & Deal Automation - Email Marketing & Customer Segmentation - Custom Reporting & Dashboard Development - Salesforce–HubSpot Integration - Custom Reports, Report Types, and Dashboards - KPI Tracking, Revenue Forecasting, Pipeline Analytics - Data Analysis and business insights 👉 Result: better decision-making with real-time visibility Feel free to message me or schedule a quick call to discuss your Salesforce, CPQ, SFMC, HubSpot, or CRM automation requirements.